Donna joins Heritage Advisory Group after serving an over seven-year tenure with the Lincoln Investment home office; her most recent position was the supervisor of the ten person Client Services team. Having had many years of service and management experience in the health and life insurance industry with companies such as Empire Blue Cross Blue Shield, Managed Health Network, and the Church Pension Group, Donna is dedicated to delivering an outstanding service experience on a consistent basis. She currently holds series FINRA 6 and 63 securities registrations.
Donna is originally from Queens, New York, however has been a resident of South Jersey for 15 years. She earned her B.S. in Management with an Entrepreneurship specialization from Rutgers Camden School of Business. For the last several years Donna has had the pleasure of serving as a Skills for Success coach with Dale Carnegie of Central & Southern New Jersey. When not traveling, Donna spends most of her spare time enjoying life with her two adult children and four grandchildren.